See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
OLD NATIONAL WEALTH MANAGEMENT5+ years Service code 27 · EIN 35-1729164 | Advisory (Plan) | $55,423 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $34,493 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,197 | $73,638-26.4% | $95,952-43.5% | $73,488-26.3% |
| Participation rate | 92.8% | 76.2%+16.6pp | 77.1%+15.7pp | 70.7%+22.1pp |
| Annual return | 5.69% | 16.78%-11.1pp | 91.61%-85.9pp | 28.51%-22.8pp |
| Employer contribution / active EE | $2,317 | $1,863+24.4% | $2,541-8.8% | $2,270+2.1% |
| Participant deferral / active EE | $4,598 | $3,617+27.1% | $4,167+10.3% | $3,740+22.9% |
| Admin fee / account holder | $391 | $482-18.9% | $6,795-94.2% | $513-23.8% |